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Actions are used to run logic against records, interfaces, or users in the system. This logic can include any number of sequenced activities combined to make the system behave as your bundle requires.

Browser Actions

Browser actions are launched from either a button click, or by pressing a specific key combination (keystroke)


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Documentation Action

Notification Action

Notification actions give you the ability to send an email when a condition is met. For example you can send emails when a bucket is changed or when an incident is created. You can send this email to groups of users or to specific slots; for example, the requested for slot on an incident form can be sent an email. Notifications also have the ability to send when a "speak" is sent or created. This will give the person receiving the email a notification that they have an unread speak on a specific record number. To learn more about notification actions and how they are used go to our YouTube:

Tree Action


Triggers are launched when a condition is met on a record. For instance, when a record is inserted, or deleted. Or when a record is updated with a new value


  • Send a notification when a priority 1 ticket is inserted
  • Update a person's active status when they're hire date is changed